Heritage Wealth Management (Arizona)’s LPL Financial LPLA Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio LPLA Stock Details LPLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$478K	Sell
2024 Q1	$513K	Sell
2023 Q4	$460K	Buy
2022 Q4	$1.13M	Buy
2022 Q3	$716K	Buy
2022 Q2	$553K	Buy
2022 Q1	$479K	Buy
2021 Q3	$198K	Buy
2021 Q2	$148K	Buy
2021 Q1	$90K	Buy